Stifel Financial
IETC icon

Stifel Financial’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Stifel Financial’s Portfolio IETC Stock Details IETC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.12M Buy
47,690
+2,235
+5% +$233K ﹤0.01% 1396
2026
Q1 		$4.02M Sell
45,455
-8,135
-15% -$771K ﹤0.01% 1483
2025
Q4 		$5.44M Buy
53,590
+2,818
+6% +$289K ﹤0.01% 1278
2025
Q3 		$5.18M Buy
50,772
+2,014
+4% +$198K ﹤0.01% 1289
2025
Q2 		$4.58M Sell
48,758
-35,591
-42% -$2.95M ﹤0.01% 1295
2025
Q1 		$6.32M Buy
+84,349
New +$7.06M 0.01% 1061

Other funds holding IETC

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Stifel Financial's IETC Position: Q2 2026 in Review

Stifel Financial increased its iShares US Tech Independence Focused ETF (IETC) stake by 4.9% in Q2 2026, buying an estimated $233K and bringing the position to 47,690 shares worth $5.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Stifel Financial first reported a position in IETC in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.32M in Q1 2025. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • Stifel Financial held 47,690 shares of iShares US Tech Independence Focused ETF worth $5.12M as of Q2 2026.
  • Stifel Financial bought 2,235 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $233K.
  • iShares US Tech Independence Focused ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1396 holding.
  • Stifel Financial first reported a position in iShares US Tech Independence Focused ETF in Q1 2025 and has held it in 6 quarters since.
  • Stifel Financial's iShares US Tech Independence Focused ETF position peaked at $6.32M in Q1 2025.
  • 118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.